Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
-87.1%
18
-84.9%
0.00%
-80.0%
Q1 2022$31,000
-99.7%
119
-99.7%
0.01%
-99.7%
Q4 2021$10,031,000
+20.4%
36,282
+5.9%
1.68%
+11.7%
Q3 2021$8,328,000
+0.3%
34,247
+7.3%
1.50%
-2.2%
Q2 2021$8,301,000
+100.0%
31,930
+99.6%
1.54%
+85.3%
Q1 2021$4,150,00016,0010.83%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders